Cramer Rosenthal McGlynn LLC
- SEC CIK
- 0000820743
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 91
- 2020 年第 4 季沒有 13F 資料
- 總值
- $30.1 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VMIValmont Industries Inc | COM | 507,274 | $1.21 億 | 4.0% | – | – | 歷史 |
| NVSTEnvista Holdings Corp | COM | 2,680,611 | $1.09 億 | 3.6% | – | – | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 3,178,904 | $9,581 萬 | 3.2% | – | – | 歷史 |
| CHXChampionX Corp | COM | 4,020,008 | $8,736 萬 | 2.9% | – | – | 歷史 |
| SHOOSteven Madden, Ltd. | COM | 2,067,126 | $7,702 萬 | 2.6% | – | – | 歷史 |
| LKQLKQ Corp | COM | 1,785,601 | $7,558 萬 | 2.5% | – | – | 歷史 |
| KEXKirby Corp | COM | 1,224,941 | $7,384 萬 | 2.5% | – | – | 歷史 |
| Bancorpsouth BK Tupelo Miss05971J102 | COM | 2,213,802 | $7,190 萬 | 2.4% | – | – | – |
| PRMWPrimo Water Corp | COM | 4,306,821 | $7,003 萬 | 2.3% | – | – | 歷史 |
| RGSRegis Corp | COM | 5,503,040 | $6,912 萬 | 2.3% | – | – | 歷史 |
| AFGAmerican Financial Group Inc | COM | 586,656 | $6,694 萬 | 2.2% | – | – | 歷史 |
| KAMNKAMAN Corp | COM | 1,271,653 | $6,522 萬 | 2.2% | – | – | 歷史 |
| ASBAssociated Banc-Corp | COM | 2,929,665 | $6,252 萬 | 2.1% | – | – | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 678,646 | $6,187 萬 | 2.1% | – | – | 歷史 |
| CLHClean Harbors Inc | COM | 719,396 | $6,047 萬 | 2.0% | – | – | 歷史 |
| RRXRegal Rexnord Corp | COM | 398,286 | $5,683 萬 | 1.9% | – | – | 歷史 |
| HWCHancock Whitney Corp | COM | 1,313,100 | $5,516 萬 | 1.8% | – | – | 歷史 |
| SKYChampion Homes, Inc. | Stock | 1,113,209 | $5,038 萬 | 1.7% | – | – | 歷史 |
| WBSWebster Financial Corp | COM | 863,815 | $4,761 萬 | 1.6% | – | – | 歷史 |
| BKHBlack Hills Corp | COM | 695,585 | $4,644 萬 | 1.5% | – | – | 歷史 |
| AATAmerican Assets Trust, Inc. | COM | 1,428,866 | $4,635 萬 | 1.5% | – | – | 歷史 |
| RPMRPM International Inc | COM | 469,855 | $4,316 萬 | 1.4% | – | – | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 2,418,785 | $4,083 萬 | 1.4% | – | – | 歷史 |
| ASHAshland Inc. | COM | 455,458 | $4,043 萬 | 1.3% | – | – | 歷史 |
| PAEPAE Inc | COM CL A | 4,467,832 | $4,030 萬 | 1.3% | – | – | 歷史 |
| BJRIBJs RESTAURANTS INC | COM | 687,107 | $3,991 萬 | 1.3% | – | – | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 655,468 | $3,819 萬 | 1.3% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 227,855 | $3,750 萬 | 1.2% | – | – | 歷史 |
| GWBGreat Western Bancorp, Inc. | COM | 1,237,664 | $3,749 萬 | 1.2% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 497,347 | $3,748 萬 | 1.2% | – | – | 歷史 |
| AVTRAvantor, Inc. | COM | 1,227,676 | $3,552 萬 | 1.2% | – | – | 歷史 |
| STTState Street Corp | COM | 416,047 | $3,495 萬 | 1.2% | – | – | 歷史 |
| TENBTenable Holdings, Inc. | COM | 964,807 | $3,491 萬 | 1.2% | – | – | 歷史 |
| OCDXOrtho Clinical Diagnostics Holdings plc | ORD SHS | 1,790,855 | $3,456 萬 | 1.1% | – | – | 歷史 |
| TMXTerminix Global Holdings Inc | COM | 723,677 | $3,450 萬 | 1.1% | – | – | 歷史 |
| BKUBankUnited, Inc. | COM | 764,480 | $3,360 萬 | 1.1% | – | – | 歷史 |
| CDPCopt Defense Properties | REIT | 1,252,165 | $3,297 萬 | 1.1% | – | – | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 188,609 | $3,285 萬 | 1.1% | – | – | 歷史 |
| NINisource Inc. | COM | 1,355,127 | $3,267 萬 | 1.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 197,740 | $3,141 萬 | 1.0% | – | – | 歷史 |
| NVTnVent Electric plc | SHS | 1,122,376 | $3,133 萬 | 1.0% | – | – | 歷史 |
| PAYAPaya Holdings Inc. | COM CL A | 2,827,260 | $3,099 萬 | 1.0% | – | – | 歷史 |
| AIZAssurant, Inc. | Stock | 207,481 | $2,942 萬 | 1.0% | – | – | 歷史 |
| MCMoelis & Co | CL A | 528,610 | $2,901 萬 | 1.0% | – | – | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 1,407,583 | $2,745 萬 | 0.9% | – | – | 歷史 |
| Barnes Group Inc067806109 | COM | 542,033 | $2,685 萬 | 0.9% | – | – | – |
| CLWClearwater Paper Corp | COM | 692,936 | $2,607 萬 | 0.9% | – | – | 歷史 |
| JELDJELD-WEN Holding, Inc. | COM | 896,078 | $2,481 萬 | 0.8% | – | – | 歷史 |
| CLVTClarivate PLC | ORD SHS | 920,866 | $2,430 萬 | 0.8% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 352,434 | $2,412 萬 | 0.8% | – | – | 歷史 |
| ROGRogers Corp | COM | 126,639 | $2,384 萬 | 0.8% | – | – | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 795,951 | $2,186 萬 | 0.7% | – | – | 歷史 |
| JRVRJames River Group Holdings, Inc. | COM | 477,257 | $2,177 萬 | 0.7% | – | – | 歷史 |
| CTEVClaritev Corp | COM | 3,907,520 | $2,169 萬 | 0.7% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 156,256 | $2,151 萬 | 0.7% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 138,099 | $2,144 萬 | 0.7% | – | – | 歷史 |
| ISBCInvestors Bancorp, Inc. | COM | 1,458,660 | $2,143 萬 | 0.7% | – | – | 歷史 |
| Vonage Holdings Corp92886T201 | COM | 1,756,272 | $2,076 萬 | 0.7% | – | – | – |
| RHRH | COM | 34,050 | $2,031 萬 | 0.7% | – | – | 歷史 |
| TDYTeledyne Technologies Inc | COM | 46,028 | $1,904 萬 | 0.6% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 32,607 | $1,862 萬 | 0.6% | – | – | 歷史 |
| RUNSunrun Inc. | COM | 300,459 | $1,817 萬 | 0.6% | – | – | 歷史 |
| LPROOpen Lending Corp | COM | 496,242 | $1,758 萬 | 0.6% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 372,159 | $1,735 萬 | 0.6% | – | – | 歷史 |
| EXPEagle Materials Inc | COM | 127,520 | $1,714 萬 | 0.6% | – | – | 歷史 |
| FULFuller H B Co | Stock | 266,807 | $1,679 萬 | 0.6% | – | – | 歷史 |
| MORNMorningstar, Inc. | COM | 74,123 | $1,668 萬 | 0.6% | – | – | 歷史 |
| STCStewart Information Services Corp | COM | 315,309 | $1,641 萬 | 0.5% | – | – | 歷史 |
| FOEFerro Corp | COM | 951,101 | $1,604 萬 | 0.5% | – | – | 歷史 |
| AMEAmetek Inc | COM | 122,023 | $1,559 萬 | 0.5% | – | – | 歷史 |
| ATOAtmos Energy Corp | COM | 153,022 | $1,513 萬 | 0.5% | – | – | 歷史 |
| CPFCentral Pacific Financial Corp | COM NEW | 558,665 | $1,491 萬 | 0.5% | – | – | 歷史 |
| ENVEnvestnet, Inc. | COM | 204,666 | $1,478 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 161,173 | $1,219 萬 | 0.4% | – | – | 歷史 |
| HTOH2O America | COM | 178,925 | $1,127 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 59,967 | $1,107 萬 | 0.4% | – | – | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 250,808 | $1,077 萬 | 0.4% | – | – | 歷史 |
| AGYSAgilysys Inc | COM | 219,972 | $1,055 萬 | 0.4% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 60,800 | $1,026 萬 | 0.3% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 13,815 | $938.9 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,694 | $888.7 萬 | 0.3% | – | – | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 528,059 | $876.0 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 37,774 | $850.2 萬 | 0.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 3,557 | $828.7 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 58,291 | $772.9 萬 | 0.3% | – | – | 歷史 |
| Tufin Software TechnologieM8893U102 | SHS | 735,153 | $771.9 萬 | 0.3% | – | – | – |
| AIGAmerican International Group, Inc. | Stock | 146,168 | $675.4 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 32,484 | $494.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 22,529 | $370.3 萬 | 0.1% | – | – | 歷史 |
| JAMFJamf Holding Corp. | COM | 84,129 | $297.1 萬 | 0.1% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 6,807 | $78.9 萬 | <0.1% | – | – | 歷史 |